JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.1B
AUM Growth
-$7.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,078
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$70.2M
3
+$64.6M
4
SO icon
Southern Company
SO
+$50.8M
5
KO icon
Coca-Cola
KO
+$49.4M

Top Sells

1
+$49.9M
2
+$48.4M
3
+$42.1M
4
EW icon
Edwards Lifesciences
EW
+$37.5M
5
FCX icon
Freeport-McMoran
FCX
+$35.8M

Sector Composition

1 Technology 16.24%
2 Healthcare 10.07%
3 Financials 9.16%
4 Industrials 6.23%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$752K ﹤0.01%
6,003
+731
1277
$750K ﹤0.01%
27,416
1278
$750K ﹤0.01%
24,294
-2,889
1279
$749K ﹤0.01%
3,179
-337
1280
$749K ﹤0.01%
7,228
-187
1281
$747K ﹤0.01%
16,213
+1,021
1282
$746K ﹤0.01%
17,973
-632
1283
$743K ﹤0.01%
+6,754
1284
$742K ﹤0.01%
20,629
-30
1285
$741K ﹤0.01%
15,543
-1,326
1286
$741K ﹤0.01%
22,011
+1,189
1287
$734K ﹤0.01%
15,415
-234
1288
$734K ﹤0.01%
15,362
+2,016
1289
$734K ﹤0.01%
32,958
-1,827
1290
$733K ﹤0.01%
31,874
+9,062
1291
$732K ﹤0.01%
34,689
+323
1292
$731K ﹤0.01%
13,135
-599
1293
$730K ﹤0.01%
4,878
-223
1294
$728K ﹤0.01%
25,442
+1,885
1295
$725K ﹤0.01%
6,593
-42,430
1296
$725K ﹤0.01%
28,856
-23,641
1297
$725K ﹤0.01%
10,617
-600
1298
$725K ﹤0.01%
7,673
+287
1299
$724K ﹤0.01%
16,225
+968
1300
$718K ﹤0.01%
27,198
-2,112
50 51
52
53 54